Navigating Enydea: menu, accounts, notifications and help
Before you start
Sign in first. See Sign in and manage your account.
The screen at a glance
After you sign in, the screen has four parts:
- A left menu with the areas of the product, the Current Account selector, and a footer with your name and a row of icons.
- The menu icon at the top left and the notifications bell at the top right.
- The main area, which shows the screen you opened.
- A round AI button at the bottom right.
On a wide window (1200 pixels or more) the left menu opens by itself. On a narrower window, click the menu icon at the top left to open it. The close icon inside the menu closes it.
The left menu
The menu has these items, in this order:
| Menu item | What it opens | More |
|---|---|---|
| Dashboard | Widgets with your key numbers | Dashboard |
| Action Items | E-mail, tasks, form submissions, draft mailings, chat messages and CRM follow-ups | Action Items |
| AI Agents | AI tasks that run on a schedule | AI assistant and agents |
| Relations | Your CRM | Relations and CRM |
| Visualization | Scene Creator, Video Editor and Image Editor | Image and video studio |
| Social Media | Posts, analytics and WhatsApp Business | Social media and WhatsApp |
| Advertising | Google Ads and budgets | Google Ads and advertising |
| Leadfinder | Market research and lead discovery | Leadfinder |
| Mailbox | Your connected inbox | Mailbox |
| Scheduling | Booking links | Scheduling and booking links |
| Mailings | Templates, campaigns and mailing lists | Mailings and campaigns |
| Forms | Forms and form entries | Forms |
| Landing Pages | Public pages for your outreach | Landing pages |
| Chats | Website chat widget and chat rooms | Chat widget |
| Files | Media library of the selected relation | Files and media library |
Settings is not in the list. It is the gear icon in the footer of the menu. See Settings reference.
The Current Account selector
Under the menu items you find the field Current Account, with the hint Select Relation. It sets the marketing relation you work in. A marketing relation is a relation in your CRM that has the Marketing Relation box ticked. Several areas keep their data per marketing relation, such as connected social accounts, mailings, forms and files. They need to know which one you mean.
If none is selected, you see a message instead of the screen:
| Area | What you see without a selection |
|---|---|
| Mailings | Please select Relation |
| Social Media | No Relation Selected |
| Files | Please select a relation first |
| Forms | Please select a relation first, when you create a form |
| Visualization | An empty page |
To choose a marketing relation:
- Click Current Account.
- Type part of the name, or scroll the list.
- Click the relation.
The list shows only marketing relations. During sign-up Enydea creates a relation with your company name, marks it as a marketing relation, and selects it for you. A newly invited team member can start with an empty field and must pick one.
To add another marketing relation:
- Open Relations and select the relation.
- Tick Marketing Relation.
Only company admins can tick this box. Your subscription limits how many marketing relations you can have. When the limit is reached, the message To many Marketing Relations appears and the box stays unticked. See Plans and billing.
Notifications
The bell at the top right shows a badge with the number of unread messages. New messages arrive while you work.
- Click the bell. A panel titled System Messages opens.
- Click a message to see its details. Log Type shows what kind of message it is: Chat Message, Form Submission, Email, Video, Channel Update or Relation Update.
- In the details, click Mark as Read to remove it from the list, or Navigate to open the related screen. Navigate is shown only for messages that have somewhere to go.
- Click the X on a row to delete the message.
The list shows unread messages only. To choose which kinds of messages you receive, and whether you also get push or e-mail notifications, open Settings -> Account -> Notifications.
The AI button
The AI button at the bottom right opens the Enydea AI assistant on any screen. The panel carries a BETA badge and has a chat mode and an agent mode. See AI assistant and agents.
Help
The question-mark icon in the menu footer has the tooltip Start Tour. It starts a short intro with two steps. It is not a walkthrough of the product. The intro also starts by itself when you sign in, until you skip it. Enydea has no other help centre inside the app. This documentation is the manual.
Theme, account and sign-out icons
The footer of the menu also holds these icons:
- Settings, the gear icon.
- Toggle to dark theme or Toggle to bright theme. See Sign in and manage your account.
- Switch Account, shown when two or more accounts have signed in on this browser.
- Log out.
Language
Choose the language in Settings -> Account. Some screens stay in English in every language: Social Media, Google Ads, Action Items, Chats, Files and AI Agents, and parts of Leadfinder, Mailbox and Advertising.
Pages that need no sign-in
Some pages are for people outside your team. They show no left menu.
| Page | Who sees it |
|---|---|
| Sign-in, create account and reset password | Anyone |
| Team invitation | The person you invite, from the e-mail link |
| Contract signing | Your customer, from the link in the signing e-mail |
| Booking page | Your customer, from your booking link |
| Shared video | Anyone you give the share link to |
Landing pages, with an address that contains /p/ | Visitors you send there |